Mackenzie Financial

Mackenzie Financial Portfolio holdings

AUM $82.6B
1-Year Est. Return 23.2%
This Quarter Est. Return
1 Year Est. Return
+23.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$64.1B
AUM Growth
+$4.93B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,653
New
Increased
Reduced
Closed

Top Buys

1
+$721M
2
+$638M
3
+$450M
4
TT icon
Trane Technologies
TT
+$238M
5
BIPC icon
Brookfield Infrastructure
BIPC
+$149M

Top Sells

1
+$124M
2
+$108M
3
+$102M
4
USB icon
US Bancorp
USB
+$76.2M
5
SLF icon
Sun Life Financial
SLF
+$71.9M

Sector Composition

1 Financials 20.53%
2 Technology 17.86%
3 Industrials 13.26%
4 Healthcare 9.85%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$212K ﹤0.01%
5,054
-193
1327
$211K ﹤0.01%
33,298
1328
$211K ﹤0.01%
+25,400
1329
$210K ﹤0.01%
+4,649
1330
$209K ﹤0.01%
+2,015
1331
$209K ﹤0.01%
2,275
-731
1332
$208K ﹤0.01%
1,093
-348
1333
$207K ﹤0.01%
+1,450
1334
$206K ﹤0.01%
+887
1335
$205K ﹤0.01%
3,528
+74
1336
$205K ﹤0.01%
+8,420
1337
$205K ﹤0.01%
+24,794
1338
$204K ﹤0.01%
+5,130
1339
$202K ﹤0.01%
31,527
-2,826
1340
$202K ﹤0.01%
4,758
+100
1341
$201K ﹤0.01%
+4,472
1342
$201K ﹤0.01%
+3,711
1343
$201K ﹤0.01%
+4,620
1344
$200K ﹤0.01%
+1,066
1345
$200K ﹤0.01%
+12,442
1346
$200K ﹤0.01%
26,145
1347
$200K ﹤0.01%
+5,179
1348
$198K ﹤0.01%
22,666
+2,162
1349
$193K ﹤0.01%
20,948
1350
$192K ﹤0.01%
3,722
-4
52 53
54
55 56